13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
BSCT

INVESCO EXCH TRD SLF IDX FD

356 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J577·Exchange Traded Fund·356 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.7%
vs prior quarter
13F value held
$1.2B
64.0% inst. owned
of float
Holders
356
-51 QoQ
filers reporting
Activity
+96 / −95
+1,018 added · −907 reduced
this quarter
Concentration
13.58%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

356 institutions reported BSCT in Q1 2026. MORGAN STANLEY leads at 13.6% of the visible book. -51 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$167M8.9M0.01%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$128M6.8M0.02%Q1 202603
Lido Advisors, LLC
CIK 0001650150
$118M6.3M0.36%Q1 202604
LPL Financial LLC
CIK 0001403438
$89M4.8M0.02%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$88M4.7M0.03%Q1 202606
Clearstead Advisors, LLC
CIK 0000842775
$67M3.6M0.62%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$65M3.5M0.00%Q1 202608
Invesco Ltd.
CIK 0000914208
$59M3.2M0.01%Q1 202609
Avior Wealth Management, LLC
CIK 0001599868
$49M2.6M1.38%Q1 202610
UBS Group AG
CIK 0001610520
$48M2.6M0.01%Q1 202611
Hills Bank & Trust Co
CIK 0001309148
$46M2.5M2.21%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$46M2.4M0.01%Q1 202613
MANCHESTER FINANCIAL INC
CIK 0000866590
$42M2.2M8.01%Q1 202614
MAI Capital Management
CIK 0001040197
$42M2.2M0.23%Q1 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$40M2.1M0.01%Q1 202616
TLWM
CIK 0001732537
$29M1.6M5.26%Q1 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$29M1.6M0.03%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$27M1.5M0.04%Q1 202619
RiverFront Investment Group, LLC
CIK 0001469751
$26M1.4M0.40%Q1 202620
MONECO Advisors, LLC
CIK 0001765690
$25M1.3M1.92%Q1 2026
Page 1 of 18
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